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Welltower
WELL

Overview Fund Activity

640 hedge funds and large institutions have $21.9B invested in Welltower in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 250 increasing their positions, 243 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+8
Holders Change %
+1.27%
% of All Funds
17.08%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
71
Increased
250
Reduced
243
Closed
56
Calls
$129M
Puts
$49.2M
Net Calls
+$79.7M
Net Calls Change
+$9.13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$506M
2
LIMS
Lasalle Investment Management Securities
Maryland
+$239M
3
Principal Financial Group
Principal Financial Group
Iowa
+$193M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$111M
5
LCM
Laurion Capital Management
New York
+$50.5M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$351M
2
Cohen & Steers
Cohen & Steers
New York
-$263M
3
IG
ING Group
Netherlands
-$154M
4
HRES
Heitman Real Estate Securities
Illinois
-$130M
5
BG
Bahl & Gaynor
Ohio
-$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
551
Winslow Evans & Crocker
Massachusetts
$188K – – –
MA
552
MUFG Americas
New York
$185K – – –
ST
553
Smithfield Trust
Pennsylvania
$173K +$13.9K +200 +9%
PAM
554
PartnerRe Asset Management
Connecticut
$164K – – –
CG
555
Cutler Group
California
$160K +$156K +2,267 +4,360%
CLOS
556
Compagnie Lombard Odier SCmA
Switzerland
$159K – – –
PAIA
557
Park Avenue Institutional Advisers
New York
$155K -$4.59K -66 -3%
LOAMS
558
Lombard Odier Asset Management (Switzerland)
Switzerland
$154K – – –
KTC
559
Kistler-Tiffany Companies
Pennsylvania
$147K +$41.3K +598 +39%
PVH
560
Psagot Value Holdings
Israel
$125K – – –
WIC
561
Woodmont Investment Counsel
Tennessee
$124K -$19.1K -275 -13%
NAMA
562
Nikko Asset Management Americas
New York
$124K +$124K +1,800 New
GXMC
563
Global X Management Company
New York
$115K +$50.7K +732 +79%
FIB
564
First Interstate Bank
Montana
$111K -$1.94K -28 -2%
BFEC
565
Benjamin F. Edwards & Company
Missouri
$96K -$1.87K -27 -2%
WTB
566
Washington Trust Bank
Washington
$93K -$19.3K -280 -17%
GLI
567
Guardian Life Insurance
New York
$91K -$25.7K -370 -22%
HDIM
568
Hanson & Doremus Investment Management
Vermont
$90K – – –
LNB
569
Ledyard National Bank
$88K -$17K -246 -16%
CAL
570
Capital Analysts LLC
Pennsylvania
$70.8K +$833 +12 +1%
MFW
571
Mosaic Family Wealth
Missouri
$69K -$48.3K -700 -41%
MCA
572
Mercer Capital Advisers
New Jersey
$69K – – –
BAM
573
Bruderman Asset Management
New York
$69K – – –
AIM
574
Advantage Investment Management
Iowa
$57K – – –
ASN
575
Advisory Services Network
Georgia
$53K +$209 +3 +0.4%
21 22
23
24 25